Episode 75
The client has a young family and wants to protect them in case of his untimely death. He owns a business but has no life insurance from his company. So he has $2 million of Term 10 in the form of two policies from two advisors ($1.1 million and $0.9 million). The policies are nearly 10 years old. An advisor provided three different proposals.
What should he do?
This podcast accompanies a blog post at Riscario Insider:
http://blog.riscario.com/2010/07/case-study-what-to-do-when-your-term-10.html
The client has a young family and wants to protect them in case of his untimely death. He owns a business but has no life insurance from his company. So he has $2 million of Term 10 in the form of two policies from two advisors ($1.1 million and $0.9 million). The policies are nearly 10 years old. An advisor provided three different proposals.
What should he do?
This podcast accompanies a blog post at Riscario Insider:
http://blog.riscario.com/2010/07/case-study-what-to-do-when-your-term-10.html
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